+54.3%
PAAS vs VO
+15.8%
+38.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.0% |
| 7D | -2.9% | -0.3% | -2.6% | -2.3% |
| 30D | +6.8% | -0.3% | +7.1% | +7.3% |
| 3M | -2.9% | +2.9% | -5.8% | -8.0% |
| 6M | -16.4% | +9.3% | -25.8% | -28.6% |
| YTD | 0.0% | +14.2% | -14.2% | -18.7% |
| 1Y | +54.3% | +15.3% | +39.1% | +21.8% |
| All | +54.3% | +15.8% | +38.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling